Energy revolution puts this stock in sweet spot, says Cramer

Chart Industries CEO Sam Thomas discusses the demand for the "Orca" truck, or the self-contained filling station for liquefied natural gas, as well as fixed fueling stations in China and the U.S.; and when liquefied natural gas may take over in this country.

Jim Cramer believes wholeheartedly that the vast deposits of nat gas recently discovered in our nation could lead to energy independence as soon as 2020.

And he thinks Chart Industries sits squarely in the center of the industry-changing trend.

"Chart makes the precision engineered cryogenic equipment that converts natural gas into a liquid, which allows it to be exported or used as fuel for vehicles. They also make tanks for transporting liquefied natural gas, engine tanks that hold the stuff for heavy-duty trucks, and they have an industrial gas business," Cramer explained.

Chart is also becoming a major player in China, which is farther along in its adoption of natural gas as a transportation fuel. The company earlier this year landed two contracts worth a combined $85 million to provide equipment to PetroChina.

That's not to say Chart Industries is not without skeptics.

Critics argue that at 20 times next year's estimates shares are expensive. The average multiple for companies in the industrial machinery industry is about 13.5, according to Thomson Reuters data.

Also skeptics argue that any hiccup in the development of nat gas could send shares tumbling.